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About the Interface

Oracle CRM On Demand is built around a Web page interface. If you are familiar with the Web, the look and feel of the user interface will be familiar to you.

All pages in Oracle CRM On Demand share the same basic, interface framework. You can change the background color, hyperlink color, and so on by selecting a theme in your personal profile. Several predefined themes are available, and your company administrator can also create custom themes. If you do not select a theme in your personal profile, then the default theme for the company is used. For more information about choosing a theme, see Setting Your Theme.

TIP: In the Internet Explorer browser, performance is better if you deselect the check box for the Do Not Save Encrypted Pages to Disk option. If this option is selected, JavaScript code is not cached and must be downloaded every time. In Internet Explorer Version 6 and later, this option is available under the Tools menu. From the Tools menu, select Internet Options, then Advanced.

Action Bar

Your company administrator assigns an action bar layout to each user role. Your company administrator can also make the Action bar unavailable to your user role.

If the Action bar is available to your user role, then it appears on the left side of all Oracle CRM On Demand pages by default. You can hide and show the Action bar as required. For more information, see Showing or Hiding the Action Bar.

The Action bar can contain some or all of the following sections:

  • Marketing On Demand

    If your company is set up to use Oracle CRM On Demand Marketing, this section of the Action bar contains a link that you can click to launch Oracle CRM On Demand Marketing. Oracle CRM On Demand Marketing is an integrated marketing solution for designing and automating marketing programs. It provides complete lead nurturing. It uses leads from Oracle CRM On Demand and from external sources. It integrates with Web pages for lead nurturing and offer fulfillment.

  • Message Center

    The Message Center section contains notes for yourself, notes received from other users, and notes added to the records to which you subscribe. For more information about the Message Center, see Working with the Message Center.

    The Message Center only appears if the company profile has Message Center enabled.

  • Search

    The Search section lets you find existing records. For example, you can perform a search to determine if a record exists before creating one, thereby reducing the duplication of records. For instructions on using the Search section, see Searching for Records in the Action Bar.

  • Communication Tools

    If your company uses Oracle Contact On Demand, the call center application, you use the Communication Tools and Voice Controls sections in the Action bar to perform tasks in Oracle Contact On Demand.

  • Create

    The Create section contains a list of links for record types. When you click a link, a form opens that allows you to quickly add a new record. The form works independently of the main Web pages so you won’t lose your place within the application.

    For example, you can create an opportunity from the Create section of the Action bar while you are updating information in an account in the main section of the Oracle CRM On Demand page. When you click the Opportunity link in the Created section of the Action bar, a form opens. You can then enter the required opportunity information in the form, and save the record. The new opportunity is saved to the database and you can continue updating the account information.

    For instructions on using the Create section, see Creating Records.

  • Recently Viewed

    The Recently Viewed section lists the 10 most recently viewed, edited, or created records, including records from previous sessions. Drilling down to the Detail page for a record triggers that record’s inclusion in the Recently Viewed section. The record name appears in the list as a link along with an icon corresponding to the type of record it is.

    This feature allows you to easily access your active records. If you delete a record, it is removed from the Recently Viewed list. If another user deletes a record, it remains in the Recently Viewed list, and if you select the link, a message is displayed informing you that the link no longer exists.

  • Favorite Records

    This section shows the records that you have marked as your favorites. The record name appears in the list as a link along with an icon corresponding to the type of record. This feature allows you to quickly access the records that you use most often. The Favorite Records section in the Action Bar can display up to 10 records at a time. You can view a complete list of your favorites by clicking the Show Full List link. When you click the Show Full List link, the Favorite Records page opens, and you can manage your favorite records. You can have a maximum of 100 records in your favorites. For more information about the Favorite Records page, see Favorite Records Page.

  • Favorite Lists

    This section shows the lists that you have marked as your favorites. The list name appears in the list as a link along with an icon corresponding to the type of record. This feature allows you to quickly access the lists that you use most often. The Favorite Lists section in the Action Bar can display up to 10 lists at a time. You can view a complete list of your favorites by clicking the Show Full List link. When you click the Show Full List link, the Favorite Lists page opens, and you can manage your favorite lists. You can have a maximum of 100 lists in your favorites. For more information about the Favorite Lists page, see Favorite Lists Page.

    TIP: You can add lists to your favorite lists by clicking the Add to Favorites icon, which is displayed beside the list name on the Manage List page and in the title bar of the list page itself.

  • Calendar

    This section contains a calendar with the current date highlighted. When you click a date in the calendar, the Daily Calendar page is displayed for that date. The calendar section does not appear by default, but you can add it to the Action bar in your personal layout. To edit the Action bar in your personal layout, click the My Setup global link, click Personal Layout, and then click Action Bar Layout.

  • Custom Web applets

    Your company administrator can create Web applets that can be added to the Action bar to display HTML Web content (for example, polls, videos) and RSS feeds. For more information about custom Web Applets, see About Custom Web Applets.

You can expand or collapse the sections in the Action bar. To collapse a section, click the minus icon (-), and to expand a section, click the plus icon (+).

Your Action bar settings persist when you move through Oracle CRM On Demand. If you hide the Action bar, then the settings for the sections within the Action bar persist even though the Action bar is hidden, and the settings are available if you show the Action bar again.

If your user role has the appropriate privilege, you can change the layout of your Action bar through the My Setup global link. You can display or hide any of the Action bar sections, including Web applets, that your company administrator has made available in the Action bar layout for your user role. For more information, see Changing Your Action Bar Layout.

Tabs

Across the top of each page are tabs for the main types of records. Click on a tab to go to the Homepage for that record type. For example, if you click the Contacts tab, you go to the Contacts Homepage.

The number of tabs that you see depends on the size and resolution of your browser window and on how many tabs are in your tab layout. If there are more tabs in your tab layout than can fit across the page in your browser window, an arrow appears next to the far right tab. Clicking that arrow opens a list from which you can select any tab that is in your tab layout but is not currently visible.

NOTE: If your browser window is less than 1024 pixels wide and some of your available tabs are not visible, a scroll bar appears at the bottom of the page, allowing you to scroll to the arrow that opens the list of available tabs.

To learn more about the tab layout, see Displaying Your Tabs.

Sections

Each page contains areas called sections. These sections group together relevant information for the types of records you’re working with.

For example, the Accounts Homepage shows sections for Account Lists, Account Tasks, Recently Modified Accounts, and the Account Analysis Chart.

A section can contain the following types of information:

  • Lists. Shows records in rows.
  • Forms. Shows fields for the records in a form.
  • Charts/Graphs. Shows information in a variety of charts and graphs.

On Detail pages you can expand or collapse the whole form as well as the individual sections in the form. This is useful for avoiding a lot of scrolling and for hiding information in which you are not interested. To collapse a form or section, click the minus icon (-). To expand a section or form, click the plus icon (+). The buttons in each section are visible even when the section is collapsed. The expanded or collapsed state persists across sessions.

List pages and Edit pages do not have this expand and collapse functionality.

Error Messages and On-Screen Help Text

Error messages, when displayed, are indicated by the following icon:

OnDemand Embedded Icon Template

On-screen help text is indicated by the following icon:

OnDemand Embedded Icon Template

Global Links

Each page in Oracle CRM On Demand has a series of links across the top. This table describes the action that occurs when you click each link:

Clicking this link

Does this

Training and Support

Opens the Training and Support Homepage, which provides access to a range of Training and support resources, including the schedule of free Oracle CRM On Demand Webinars and other training courses.

From this page you can create a service request. Make sure you have the following information:

  • Any error messages displayed in your window
  • A description of the problem, including the steps you were taking when the error occurred

Admin

Opens the pages where administrators can customize the application. Appears only for those users assigned a role with administrative privileges.

My Setup

Opens the Personal Homepage, where you can update your personal profile and edit the page layout.

Deleted Items

Opens the Deleted Items page, where you can view and restore most deleted items up to 30 days after deletion.

Help

Opens online help at its top topic, displays the table of contents, and shows the Search tab to find information in the help files. From any help window, you can access the PDF version of the help content, allowing you to print a range of topics or the entire help content.

Sign Out

Exits Oracle CRM On Demand.

Additional Links

Each page also contains several links that appear just to the right of the page name. This table describes the action that occurs when you click each of those links:

Clicking this link

Does this

Edit Layout

(Homepages and Detail pages only). Opens the Edit Layout page, where you can add, rearrange, or hide sections of the page you are viewing.

Help

Opens an online help topic specific to that page or procedure.

Printer Friendly

Opens a separate page, where you can print the data on your page. The Printer Friendly link is available from all pages except the Edit pages.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.